Job Title: PCG Elite Relationship Manager (Private Banking) – Chennai
Location: Chennai
Role Summary:
The PCG Elite Relationship Manager will be responsible for managing and growing relationships with High Net Worth (HNI/UHNI) clients by providing comprehensive wealth management and private banking solutions. The role focuses on client acquisition, portfolio growth, investment advisory, and revenue generation across wealth products. (iimjobs.com)
Key Responsibilities:
- Manage and deepen relationships with HNI/UHNI clients.
- Provide investment solutions across Mutual Funds, PMS, AIFs, Structured Products, Direct Equity, Alternate Investments, and Lending Solutions.
- Acquire new affluent clients through networking, referrals, and market penetration.
- Conduct portfolio reviews and offer customized wealth creation, preservation, and succession planning strategies.
- Achieve AUM, revenue, and client acquisition targets.
- Collaborate with product, research, and investment specialists to deliver holistic solutions.
- Ensure compliance with KYC, SEBI, and internal regulatory guidelines. (iimjobs.com)
Desired Candidate Profile:
- 5–12 years of experience in Private Banking, Wealth Management, or HNI Relationship Management.
- Strong knowledge of Mutual Funds, PMS, AIFs, Equity, Fixed Income, and Alternate Investments.
- Proven track record in managing HNI portfolios and generating business.
- Excellent client acquisition, relationship management, and advisory skills.
- MBA/Postgraduate preferred with relevant wealth management certifications. (iimjobs.com)
Key Metrics: AUM Growth | Revenue Generation | Client Acquisition | Portfolio Deepening | Client Retention.
Pay: ₹2,500,000.00 - ₹4,000,000.00 per year
Application Question(s):
- Please mention your AUM and Ticket size
Experience:
- RM Wealth RM: 8 years (Preferred)
Work Location: In person
